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Private Wealth Daily
FUNDS · LAST CLOSEIVV759.18 −1.78%SPY755.72 −1.77%VOO522.67 −0.95%QQQ690.49 −3.47%VTI281.03 −0.75%IEFA96.31 −0.92%VEA50.10 −5.13%VUG382.92 −0.26%GLD355.78 −3.47%IWF125.62 +0.18%
The Lean 100 · 2026 edition
No.15
PTM Wealth Management logo

PTM Wealth Management

North Wales, PA · Firm website

150%AUM growth, 2024 to 2026
$310MAUM in the 2026 filing
41%client growth
7people at the firm

AUM by filing

$89M2023
$124M2024
$175M2025
$310M2026

Clients by filing

1052023
1162024
1372025
1642026

Key people

  • Kevin Becknell
    Kevin BecknellChief Information OfficerOwner · 2 years at the firm
  • Paul Murray
    Paul MurrayPresidentOwner · 6 years at the firm
    in
  • Tyler Breder
    Tyler BrederVice President, Financial Planner5 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth150%104%
  • Client growth41%43%
  • People77
  • AUM per person$44.3M$49.7M

Rank by measure

  • Official rankNo. 15150%
  • Client growthNo. 5441%
  • AUM added per personNo. 51$26.6M
  • AUM per personNo. 61$44.3M
← No. 14 Vistica Wealth AdvisorsNo. 16 Delaware Wealth Planners →
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PTM Wealth Management: No. 15 on The Lean 100 (2026) — Private Wealth Daily